It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NWJCX: NATIONWIDE ZIEGLER NYSE ARCA TECH 100 INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 139.38 7.85(5.33%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 09/18/2013 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 4.78% |
| Expenses | 0.31% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 19.8 | 38.5 | 25.8 | 9.2 | 15.0 | 13.6 | 20.0 | 18.9 | 33.6 | -32.9 | 15.2 | 18.9 | 33.7 | 0.6 | 31.3 | 11.4 | -1.2 | 14.6 | 8.1 |
| Sharpe Ratio | NA | 2.15 | 1.91 | 1.15 | 0.3 | 0.61 | 0.59 | 0.79 | 0.85 | 1.84 | -1.07 | 0.81 | 0.52 | 2.04 | -0.04 | 3.12 | 0.72 | -0.07 | 1.05 | 2.76 |
| Draw Down(%) | NA | 10.2 | 10.2 | 21.2 | 39.7 | 39.7 | 39.7 | 21.2 | 10.1 | 11.2 | 34.6 | 10.3 | 32.0 | 9.2 | 21.3 | 3.5 | 13.2 | 14.4 | 9.4 | 4.4 |
| Standard Deviation(%) | NA | 23.2 | 18.8 | 19.6 | 22.3 | 22.0 | 20.8 | 21.7 | 18.1 | 16.5 | 32.2 | 18.6 | 36.0 | 15.8 | 20.6 | 9.9 | 15.5 | 16.6 | 13.9 | 11.3 |
| Treynor Ratio | NA | 0.62 | 0.47 | 0.3 | 0.09 | 0.16 | 0.15 | 0.24 | 0.2 | 0.37 | -0.42 | 0.19 | 0.21 | 0.39 | -0.01 | 0.38 | 0.13 | -0.01 | 0.16 | 0.35 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | -0.02 | -0.02 | -0.02 | 0.01 | -0.01 | -0.02 | -0.04 | -0.03 | -0.06 | -0.02 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 |
| Beta | NA | 0.81 | 0.77 | 0.75 | 0.78 | 0.82 | 0.82 | 0.71 | 0.78 | 0.81 | 0.81 | 0.79 | 0.87 | 0.83 | 0.85 | 0.81 | 0.87 | 0.86 | 0.93 | 0.9 |
| RSquared | NA | 0.81 | 0.78 | 0.85 | 0.79 | 0.86 | 0.86 | 0.86 | 0.88 | 0.86 | 0.76 | 0.73 | 0.94 | 0.91 | 0.94 | 0.84 | 0.87 | 0.87 | 0.89 | 0.74 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | 4.9 | 29.0 | 7.6 | 0.6 | 0.3 | 0.6 | 2.6 | 2.6 | 5.0 | 0.8 | 0.6 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | -98.4 | N/A | N/A | N/A | N/A | N/A | -84.3 | 370.8 | 760.0 | 113.9 | -43.0 | -67.0 | -5.0 | -32.0 | 573.0 | 28.4 | 3.6 | 203.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2013
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Technology Asset Class Trend Rankings |
Top Rated Funds in Technology
Best Mutual Funds
- PGTMX (Putnam Global Technology Fund M Shs) (84%)
- FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) (77%)
- FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) (76%)
- FDCPX (COMPUTERS PORTFOLIO COMPUTERS PORTFOLIO) (75%)
- FSPTX (TECHNOLOGY PORTFOLIO TECHNOLOGY PORTFOLIO) (74%)
- FATIX (FIDELITY ADVISOR TECHNOLOGY FUND CLASS I) (73%)
- SGTSX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS K) (72%)
- FDMIX (FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND CLASS I) (71%)
- FSDCX (COMMUNICATIONS EQUIPMENT PORTFOLIO COMMUNICATIONS EQUIPMENT PORTFOLIO) (71%)
- FSELX (Fidelity Select Semiconductors Portfolio) (71%)
Best ETFs
- XLK (Technology Select Sector SPDR Fund) (95%)
- SMH (VanEck Semiconductor ETF) (93%)
- XSD (SPDR S&P Semiconductor ETF) (93%)
- FDN (First Trust Dow Jones Internet Index Fund) (93%)
- PNQI (Invesco NASDAQ Internet ETF) (92%)
- FXL (First Trust Technology AlphaDEX Fund) (90%)
- IGM (iShares Expanded Tech Sector ETF) (88%)
- IGV (iShares Expanded Tech-Software Sector ETF) (88%)
- IGN (iShares North American Tech-Multimedia Networking ETF) (88%)
- IXN (iShares Global Tech ETF) (87%)
Best Closed End Funds
- QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) (98%)
- STK (Columbia Seligman Premium Technology Growth Closed Fund) (22%)
Latest Articles Related to NWJCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
